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Vision Helpdesk

Vision Helpdesk is a cloud-based ticket management solution for businesses of all sizes across multiple industry segments. This software allows businesses to automate ticket workflow using rule-based criteria and centralize t...Read more about Vision Helpdesk

Salesforce Service Cloud

FrontRunners 2024

Service Cloud from Salesforce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralise and o...Read more about Salesforce Service Cloud

Zoho Desk

FrontRunners 2024

Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creat...Read more about Zoho Desk

JIRA Service Management

Formerly known as Jira Service Desk, Jira Service Management is an IT service management solution that unlocks high-velocity teams. IT is in the midst of rapid transformation to build capabilities that enable quick delivery of ...Read more about JIRA Service Management

GreenRope

GreenRope is a customer relationship management (CRM) solution best suited for small business owners in all industries looking to consolidate their email marketing, social media, sales, event and project management into a single c...Read more about GreenRope

HaloCRM

HaloCRM is intuitive customer service software that can be deployed on-premise or in the cloud. The platform is designed to help businesses of all sizes streamline customer support operations. Organizations can track and manage co...Read more about HaloCRM

5.0 (2 reviews)

Bitrix24

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

Freshworks Customer Service Suite

Freshworks Customer Service Suite simplifies tracking agent performance, workload distribution, and task assignment, enabling leaders to optimize agent efficiency and productivity. From an agent training and QA point of view, the ...Read more about Freshworks Customer Service Suite

5.0 (1 reviews)

Replicant

Replicant allows businesses to establish and manage an autonomous contact center powered by the Thinking Machine to streamline customer service operations using voice AI. Voice is the fastest and most seamless way to communicate ...Read more about Replicant

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ControlHippo

ControlHippo is the ultimate WhatsApp shared inbox for sales and support Teams. Effortlessly manage multiple WhatsApp accounts, integrate with CRM systems, and gain valuable insights through actionable analytics. Experience Contro...Read more about ControlHippo

5.0 (1 reviews)

Enghouse eKMS

Now part of Enghouse Interactive, SmartSupport Knowledge Management Solutions is a plug-and-play knowledge base solution that caters to businesses of all sizes across various industries. The solution lets users streamline customer...Read more about Enghouse eKMS

Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud

4.4 (18265 reviews)

201 recommendations

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SolarWinds Service Desk

SolarWinds Service Desk is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. SolarWinds Service Desk offers comprehensive service desk functionality that helps businesses...Read more about SolarWinds Service Desk

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TeamSupport

TeamSupport is a robust customer support solution designed to improve customer satisfaction, simplify workflows, and make agents’ lives easier. We empower teams of all sizes to consolidate channels, shorten time to resolution, col...Read more about TeamSupport

4.5 (844 reviews)

2 recommendations

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Bright Pattern

Bright Pattern is a cloud-based contact center software solution which helps businesses manage multichannel service including inbound and outbound voice, email, chat, and social media. Bright Pattern scales from 5 to 10,000 concur...Read more about Bright Pattern

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SRM Software

Customer Service Delivery Platform's (CSDP) SRM is a hybrid customer relationship management (CRM) solution that helps businesses to automate their customer service and service delivery routines. It provides businesses, profession...Read more about SRM Software

3.5 (2 reviews)

Vtiger CRM

Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to score...Read more about Vtiger CRM

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HappyFox Help Desk

HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media and...Read more about HappyFox Help Desk

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Act!

Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom ...Read more about Act!

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SpiceCSM

SpiceCSM offers an array of powerful products and services that have been developed to increase the success and efficacy of any customer care organization. Supporting businesses of any size with 20 or more agents, SpiceCSM offers ...Read more about SpiceCSM

3.0 (1 reviews)

Buyers Guide

Last Updated: November 07, 2023

Organizations use customer service and support software to track and manage service interactions, whether by phone, over the Web, through email, by social media or even face-to-face. However, there are hundreds of solutions on the market and selecting the best customer service software for your organization is challenging. To support you, here’s what we’ll cover in this guide:

What Is Customer Service Software?

Common Features of Customer Service Software

What Type of Buyer Are You?

Customer Service Software BuyerView Report

Benefits of Customer Service Software

What Is Customer Service & Support Software?

Customer service and support software helps customer service representatives (CSRs, or “agents”) document, route, track, resolve and report on customer issues using a trouble ticketing system. This technology is sometimes referred to as help desk software, though that term is usually applied to resolving information technology (IT) issues, specifically.

These solutions streamline the issue resolution process by automating many common support activities. Ultimately, they improve agent productivity and increase customer satisfaction.

PhaseWare-Self-Service-Center

PhaseWare self service portal

Customer support management software is available as a standalone trouble ticketing system, as part of a broader customer relationship management (CRM) suite such as Salesforce.com or Microsoft Dynamics CRM, or as part of an enterprise suite from vendors like Oracle or SAP.

Some customer service support systems may be integrated with other enterprise applications. Examples include service dispatch software (to enable on-site repairs), inventory and cataloging systems (to ensure that exchange parts are in stock) and sales force automation systems (to inform sales reps of critical or chronic issues).

Common Features of Customer Service Software

Depending on the type of buyer you are, below is a list of common and useful features that are found in customer service and support solutions and online customer support software. This is not an exhaustive list but is a good place to start.

Live chat

Allows CSRs to chat with customers online and automatically capture key content from those conversations in the trouble ticketing system. Many customers prefer to interact with CSRs by chat instead of by phone.

Customer self service

Offers a Web-based customer portal through which customers can search for answers to common problems. This can take the form of documentation, searchable FAQs and how-to pages, among other things. If the customer can’t find an answer, Web self-service tools usually enable them to submit a ticket online or engage in live chat with a CSR.

Knowledge base

Manages a repository of descriptions to common or previously resolved problems. These resources might be available publicly via a self-service website, or reserved for internal use by CSRs.

Multi-channel management

Manages customer interactions received through multiple channels, including phone, Web, email, live chat, mobile app, Facebook, Twitter and others. All interactions are stored in the software and routed to appropriate agents for resolution.

Analytics and reporting

Enables managers to create custom reports that provide insight on team performance, time to resolution, customer satisfaction and other important indicators.

Salesforce-Case-Management

Multi-channel case management using Salesforce.com

What Type of Buyer Are You?

When beginning your customer service support software comparison, keep in mind that different organizations have different drivers and requirements. They typically break out as follows:

Enterprise buyer

These buyers work for organizations that typically have a lot of users, have complex functional requirements and value the vision of an integrated software system across all departments and business units. They will typically employ a best of breed strategy. Representative vendors include Salesforce, Oracle RightNow CX and SAP.

High-volume call center buyer

These buyers operate one or more large call centers. Their goal is often to manage as much of the call center business process as possible using automated rules and scripts, which many customer service software applications support. These buyers should also look for computer telephony integration (CTI). Representative vendors include inContact, SAP, Salesforce.com and Goldmine CRM.

Small business CRM buyer

These small businesses want to evolve beyond contact tracking capabilities of products like Microsoft Outlook and add basic trouble ticketing and interaction tracking to enhance relationships with strong service and support. Representative vendors include inContact, GoldMine CRM, Zendesk, Maximizer CRM and SageCRM.

Field service buyer

These buyers work for large firms that deliver service at the customer location and will benefit from mobile access. These buyers will also look for strong client data integration with other applications. Representative vendors include PhaseWare Tracker, FieldAware, SugarCRM and Microsoft Dynamics CRM.

Customer Service BuyerView | 2014

We've spoken with hundreds of customer service software buyers over the years. Based on these interactions, we compiled answers to the following questions:

  • What systems to buyers currently use?

  • For those replacing an existing system, what are their top reasons for doing so?

  • For those buying customer service software for the first time, what are their top reasons for doing so?

  • Which features do buyers request most?

  • Which deployment model did buyers evaluate most?

From this research, we discovered that many times companies buy customer service software when they need to scale. They might have been using a more a general contact management software system before, but grew to the point of needing more specialized customer service features, such as trouble ticketing. Others in the sample were buying because they needed to increase efficiency, resolve issues faster, or consolidate their databases.

Benefits of Customer Service Software

A well-implemented customer service solution increases satisfaction, empowers agents and provides transparency and reporting to management on the support process. Some of the benefits customer service systems can deliver include:

Increased accountability. By documenting every contact, a system allows management to see which agent handled which problem and provides agents with ongoing feedback on their performance.

Improved coordination of accounts. When paired with sales force automation systems, customer support systems afford both the sales and the service organizations better transparency into the customer’s data. This can yield benefits such as letting sales representatives know of any outstanding issues before making a call, or letting an agent know that repair parts are already ordered so that a customer does not double order parts.

Better asset management. Customer care software systems that fully integrate with service dispatch allow reps to be more efficiently assigned. Similarly, integration with the inventory management system will allow agents to confidently confirm to the customer that repair parts are in stock.

Improved infrastructure scalability. Customer self-help systems handle straightforward issues, giving customers with more complex problems faster access to agents. This allows a growing company to expand at a faster rate while maintaining or improving customer satisfaction.

Reduce time required to resolve issues. Customer service management software reduces the amount of time required to resolve an issue. This means that the same number of agents can address more issues, or the same load can be handled by fewer agents. For example, YouSendIt was able to respond to customers 35 percent faster after implementing Zendesk customer support software.